Services
The right financial support depends on what the business actually needs
From assurance and tax compliance to bookkeeping, forecasting and ongoing advisory, each engagement is scoped around the work required—not a generic package.
01
Audit & Assurance
Independent audit and review engagements provide confidence in financial information used by lenders, investors, regulators and other stakeholders.
Typical needs: external reporting, financing requirements, stakeholder assurance and regulated reporting.
02
Corporate & Personal Tax
Preparation and filing should be paired with planning that considers timing, compensation, structure and the owner’s broader tax position.
Typical needs: T2 and T1 filings, year-end planning, owner compensation discussions and tax compliance.
03
Bookkeeping & Financial Reporting
Accurate records are useful only when they stay current and are organized in a way that supports reporting, compliance and decision-making.
Typical needs: bookkeeping, reconciliations, periodic reporting, financial statements and compilation engagements.
04
Business Advisory & CFO Support
For owners who need more context around the numbers, advisory support can focus on margins, cash flow, budgets, structure and management reporting.
Typical needs: budgeting, management reporting, cash-flow planning, margin analysis and virtual CFO support.
05
Forecasting & Business Plans
Forward-looking financial models help make funding requests, growth plans and major business decisions more concrete.
Typical needs: forecasts, business plans, cash-flow models, break-even analysis and lender-ready projections.
06
CRA Support & Compliance
CRA correspondence is easier to manage when the response is organized, documented and connected to the underlying accounting records.
Typical needs: notices, reviews, information requests, compliance follow-up and supporting documentation.
How Engagements Can Work
Different needs call for different levels of support
Project-Based
For defined work such as an assurance engagement, business plan or specific compliance matter.
Recurring
For bookkeeping, periodic reporting and recurring compliance requirements.
Ongoing Advisory
For owners who want regular financial review, planning and decision support.
Not sure which service fits?
Start with the issue you are trying to solve. The right scope can be defined from there.